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Set up voice agents, calls, transcripts, and duration-based credit usage.
Voice lets teams place and receive AI-powered calls. Voice agents can qualify leads, handle inbound support, and return transcripts and summaries to the CRM.
The current flow is: connect a provider and number, create an agent, place a test call, then review the call record and transcript. Voice usage consumes credits based on call duration and the provider. Review the current Billing area for usage and balance; the AI credit default for a one-minute voice call is 4 credits.
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Creating a Voice Agent
Step-by-step: create an agent, pick a voice, write the prompt, attach tools and knowledge base.
Placing and Receiving Calls
How to place outbound calls, route inbound, and read transcripts/summaries afterward.
Phone Numbers and Twilio Setup
Connect voice providers and phone numbers without relying on outdated provider-trial or plan claims.